Institutional Ownership Appian Corp (APPN)
This table provides information about the institutional ownership of Appian Corp (APPN). We have compiled data on the 260 institutions that hold shares in the stock, with a total of 37 Million shares, which have been reported (via 13F filing form) to have a value of $1.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
232
shares
|
$7,124
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
217
shares
|
$6,664
0.0% of portfolio
|
Q1 2025
Added 49.66%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
200
shares
|
$6,142
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
200
shares
|
$6,142
0.0% of portfolio
|
Q4 2023
Reduced 4.76%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
200
shares
|
$6,142
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
190
shares
|
$5,834
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
189
shares
|
$5,804
0.0% of portfolio
|
Q4 2021
Added 56.2%
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Apr 16, 2025 Q1 2025 |
158
shares
|
$4,852
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
155
shares
|
$4,760
0.0% of portfolio
|
Q1 2025
Added 127.94%
|
|
|
Clear Street Markets LLC
|
May 13, 2025 Q1 2025 |
151
shares
|
$4,637
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
147
shares
|
$4,514
0.0% of portfolio
|
Q2 2021
Added 33.64%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2025 Q1 2025 |
131
shares
|
$4,023
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
130
shares
|
$3,992
0.0% of portfolio
|
Q3 2021
Reduced 7.14%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
129
shares
|
$3,961
0.0% of portfolio
|
Q1 2025
Reduced 5.15%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
110
shares
|
$3,378
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
106
shares
|
$3,255
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Apr 16, 2025 Q1 2025 |
105
shares
|
$3,224
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
105
shares
|
$3,224
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
100
shares
|
$3,071
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
100
shares
|
$3,071
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vision Financial Markets LLC
Stamford, CT |
May 09, 2025 Q1 2025 |
100
shares
|
$3,071
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rise Advisors, LLC
|
May 15, 2025 Q1 2025 |
97
shares
|
$2,978
0.0% of portfolio
|
Q4 2024
Reduced 54.03%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
77
shares
|
$2,364
0.0% of portfolio
|
Q1 2025
Reduced 18.09%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
77
shares
|
$2,364
0.0% of portfolio
|
Q1 2025
Added 92.5%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
61
shares
|
$1,873
0.0% of portfolio
|
Q1 2025
New holding
|